Principle Wealth Partners’s Vanguard ESG US Stock ETF ESGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $351K | Hold |
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|
2024
Q3 | $340K | Hold |
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|
2024
Q2 | $324K | Hold |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $225K | Sell |
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|
2022
Q3 | $226 | Sell |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $901K | Buy |
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|
2021
Q4 | $859K | Buy |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $686K | Buy |
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|
2021
Q1 | $520K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $129K | Buy |
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